Two kinds of customer

Professional education providers serve individual learners and the organisations that sponsor them. An effective CRM tracks both: the learner’s journey and the corporate account’s contracts, cohorts, invoices and reporting needs.

Planned capabilities

Short-cycle enrolment

Fast registration and payment for short courses and certificates.

Corporate accounts

Organisations, sponsors, contracts and cohort rosters.

Cohort scheduling

Intensive, weekend and blended schedules.

Certification tracking

Completion requirements and certificate issuance.

Sponsor reporting

Attendance and completion reports for corporate clients.

Repeat learners

Recommend the next programme to alumni based on history.

Why it matters

  • Faster time from enquiry to enrolled learner
  • Clear visibility into corporate pipeline and renewals
  • Consistent learner experience across programme types

Frequently asked questions

Can a company enrol a group of employees at once?

Yes, that is the plan. Corporate accounts can register cohorts, and sponsors can receive consolidated invoices and progress reports.

Do you support certificates for short programmes?

Yes, that is the plan. Completion rules and certificate templates can be defined per programme, and certificates are issued from verified completion data.

Can learners pay individually for open programmes?

Yes, that is the plan. Individual learners can register and pay online, while corporate cohorts are invoiced to the sponsoring organisation.